Monthly Archives: November 2010
Estate Planning Through the Ages
Can you remember what you were doing in your early 20s? Can you imagine what kind of life you’ll be living in your 70s or 80s? We experience incredible changes as the decades roll by—not just to ourselves, but in … Continue reading
Estate Planning for Adoptive Families
Most people know how important it is to update your estate plan when you experience big life changes; this includes moving, getting married, having a child… and it especially includes adopting a child. A recent article in Forbes reminds us … Continue reading
Make It Easy for Your Heirs to Say “No”
People have been known to do crazy things when taxes are as unpredictable as they are currently. No, we don’t mean “offing” their relatives (although there have been plenty of those kinds of jokes going around this year), we’re talking … Continue reading
Family and Future: The Keys to Top Notch Estate Planning
We write a lot on this blog about what estate planning is truly about: it’s about laws, taxes, assets, and documents of course; but deep down, estate planning is about relationships. As estate planners and advisors, an important part of … Continue reading
